Josh Pantony

Gene Munster, Managing Partner at Deepwater Asset Management with over 25 years in tech, and Josh Pantony, CEO of Boosted.ai, dive into the implications of a recent model from Chinese AI startup DeepSeek. They discuss the potential impact on industry giants like Nvidia and the challenges investors face in this fluctuating market. The conversation highlights the intersection of AI and investment strategies, exploring how machine learning can enhance portfolio management amidst ongoing geopolitical and technological uncertainties.

Josh Pantony, CEO of Boosted AI, discusses the groundbreaking possibilities of agentic AI in finance. He highlights Alpha, a platform that turns AI into proactive workers for finance professionals, significantly enhancing productivity. The conversation delves into the challenges of maintaining auditability and the importance of balancing speed with quality in AI responses. Pantony also emphasizes the shift toward multimedia consumption of financial information among younger generations, showcasing how AI can revolutionize data analysis and market insights.